Overview

Every business operates differently, which is why Biller Genie provides configurable settings that allow you to fine-tune how your account syncs with QuickBooks Desktop using MagicCarpet.

You can access these settings in your Biller Genie portal by navigating to:

Add-Ons > QuickBooks Desktop

From this page, you can review connection status, manually run syncs, and adjust sync behavior.

Sync Status Overview

At the top of the QuickBooks Desktop add-on page, you’ll see real-time sync information, including:

• Latest message from MagicCarpet
• Last successful sync date and time
• Last sync result
• The QuickBooks company file currently connected

This section is useful for confirming whether your integration is active and syncing as expected.

Auto Sync

This setting controls whether syncs are run automatically.

• Yes – Biller Genie will automatically sync with QuickBooks Desktop based on the interval you set
• No – Syncs must be started manually by clicking Sync

Auto Sync is recommended for most environments, provided the computer hosting QuickBooks and MagicCarpet remains powered on, logged in, and connected to the internet.

Auto Sync Interval

This setting determines how often an automatic sync is initiated when Auto Sync is enabled.

• The value is measured in minutes
• We recommend 60 minutes or more
• Syncs will not run more than once per day if the system does not detect changes

Shorter intervals may increase load on QuickBooks Desktop without providing additional benefit.

First Sync Chunk Size

This setting controls how many records are pulled at a time during the initial sync.

• Default value is recommended for most users
• If you experience issues with very large company files, try reducing this value by half

This setting only affects the first sync.

Delta Sync Chunk Size

This setting controls how many records are processed at a time during ongoing syncs after the initial sync.

• Default value is recommended
• Reducing this value may help if QuickBooks performance issues occur during syncs

Last Successful Sync Notification

This setting determines how many days can pass without a successful sync before Biller Genie sends a notification.

This helps alert you if syncing has stopped due to server shutdowns, connectivity issues, or login problems.

Time to Look Back on Sync

By default, each sync only looks back 1 day for changes in QuickBooks Desktop.

You can temporarily increase this setting (up to 30 days) if:

• Syncing was interrupted for multiple days
• The computer or server was powered off
• A connection issue prevented syncs from running

After running a successful catch-up sync, return this setting to 1 day to keep future syncs fast and efficient.

Keep Session Open While Pushing Data

This setting controls whether MagicCarpet keeps the QuickBooks Desktop session open while pushing data.

• Yes (Recommended) – Provides faster syncing when pushing large amounts of data
• No – Allows QuickBooks to close sooner but may slow down sync performance

Note: If QuickBooks is closed while data is being pushed and this is set to Yes, the push will not be able to complete.

Display Line Item Groups (Bundles)

This setting affects how Item Groups appear in QuickBooks Desktop.

• Yes – Displays individual item details within the group
• No – Displays only the group name

Choose the option that best aligns with your accounting and reporting preferences.

Default Commodity Code

If your business uses commodity codes, you can set a default value here. This will be applied automatically when applicable.

Item Mapping

The Item Mapping section allows you to map Biller Genie system items (such as fees or surcharges) to existing items in QuickBooks Desktop.

Notes:

• Only items with associated income accounts will appear as options
• Items that are already mapped cannot be remapped

Common examples include:

• Late Fees
• Technology Fees
• Surcharges

Multi-File Mode

Multi-File Mode is used when multiple QuickBooks Desktop company files exist on the same computer or server.

When enabled, it allows MagicCarpet to process syncs sequentially across multiple company files.

If you need to sync more than one QuickBooks company file, refer to the article:

Syncing Multiple QuickBooks Desktop Company Files with Biller Genie

Still Having Trouble?

If you have questions about these settings or syncing behavior, contact the Biller Genie support team at support@billergenie.com and include the following details:

• The setting you’re adjusting
• Whether Auto Sync is enabled
• Any recent sync errors or warnings
• Whether this is a local computer or hosted/server environment

Providing this information will help our support team assist you more efficiently.